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Keep preparation notes and visit recaps, with optional customer sharing.
Open an appointment from the calendar or customer history. Preparation notes can be edited before the appointment begins. Visit recap notes become editable once it starts.
The editor supports formatted text and images, and you can attach PDFs. Enable the customer-sharing option for the section you want the customer to see in their portal.
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Practical help for your everyday work.
Make your public page available and publish later changes.
Set up the services that customers can book.
Check working hours, assigned team members and booking rules.
Adjust availability without changing the regular weekly schedule.
Invite team members and choose their access.
Keep preparation notes and visit recaps, with optional customer sharing.
Customers access their own history through the secure portal.
Create a quote and review it before sending.
Find the right invoice for your business or your customer.
Complete the payment account setup and review its status.